New York, New York, United States
The best inside salesperson on the planet.
INSIDE SALES | DATA ANALYTICS | SAAS | CONSULTATIVE SELLING High-activity, quota-attaining sales professional with strong experience in relationship building, remote discovery calls, and managing technical sales cycles. Skilled at selling complex solutions to business and technical buyers. CORE SKILLS Inside Sales & SDR/AE Workflow Consultative Selling Discovery & Qualification Pipeline & Forecast Management CRM (Salesforce, HubSpot) Selling to Data & IT Teams Managed high-volume outbound opportunities. Consistently met or exceeded quota through disciplined outreach and consultative conversations. Conducted remote discovery calls with managers, directors, and VP-level customers. Collaborated with solutions engineering to run demos, scoping, and early-stage evaluations. Maintained accurate Salesforce/Hubspot pipeline with weekly forecasting.
Director of Business Development Monitor and Reduce Bloomberg/Data Costs. April 2022-January 2023. As Director of Business Development, I cold-called, warm-called and nurtured relationships with top decision-makers, vendor liaisons and data managers at the leading worldwide AUM financial institutions. The value proposition was to reduce and manage market data costs. Leads were scrupulously and diligently qualified before they were handed off to the sales team. Some of the companies included: Minimum $40B AUM through Blackrock ($13.5 T), Vanguard ($11T). Vanguard, Black Rock, Mass Mutual, Prudential, Invesco, Pictet, AXA, Janus Henderson, Millennium Management, Fiera Capital, Citadel, T.Rowe Price.,Voya, Davidson Kempner, Brown Brothers Harriman, Legal and General, Morgan Stanley, Point 72, Bridgewater, Societe Generale, Northern Trust, Franklin Templeton, J.P. Morgan Chase, Baillie Gifford, Wells Fargo, Sumitomo Mitsui, Interactive Brokers, Schonfeld, Fort Washington Investment Advisors, Danske, Bank, Blackstone, Partners Group, Graham Capital Management, BNY Mellon, Barclays Capital, First Eagle Investment, Daiwa Capital Markets, T.D. Cowen, Guggenheim Partners, III Capital Management ,Dimensional Fund Advisors, Canadian Pension Plan Investment Board, Alberta Pension Board, Ontario Pension Board, Trust Company of the West, Robeco, Amundi, Goldman Sachs, TIAA-CREF BNP Paribas, Fidelity, Wilshire Associates, PIMCO, MUFG, KKR. All told 77 of the top AUM firms with over $30 T in AUM.
Moody's Analytics is the leading offshore provider of analytics, data management and visualization capabilities which enable firms to quantify, communicate and deliver value. My role was to cold call and upsell existing clients and arrange face to face meetings and/or conference calls with decision makers in the U.S. and Canada. From November 2014 forward, I arranged and confirmed hundreds of meetings with top executives at Blackstone Group, Barclays, TIAA-CREF, General Electric, Citizens Bank, Morgan Stanley, J.P. Morgan Chase, Deutsche Bank , Bank Paribas, hedge funds, private equity firms, and a Who's Who of management consultancy firms., with Treasurers, CIOs, CFOs, CEOs, CISOs, Managing Directors, Directors and Partners. Averaging 60 highly qualified face to face high level meetings a month.
Business Development Leader on the Number One Team in the World. Worked with Dr. Katie Behrens, V.P. Peter Cukier, Serge Kuznetsov, Isaac Benjamin Cohen, Siddhartha Mukerjee and many others. Set up high level Appointments that enabled them to achieve "Centurion Status" ( 150,00 Producer Credits (PCs) within months. Set weekly between 15 and 50 highly qualified, Microsoft Outlook calendar accepted prospects such as Managing Directors, Executive Directors, Directors and C-Levels from Goldman Sachs, Barclays Capital, Deutsche Bank, Nomura Securities, Bank Paribas, Credit-Suisse etc, as well as senior partners, partners, and of counsel attorneys from the top white shoe firms and Silicon Valley based firms in New York. These prospects were interested in financial programs such as structured investments, tax shelters, tax free instruments, estate planning, 529 college programs, tax deferred annuities, as well as plain vanilla insurance. Also instrumental in assisting Financial Advisors to double, and triple, their production and income by following my blueprint.